Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 04-17-2024 | 03-31-2024 | 200 | 347,441,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Pfizer Inc | COM | 151 | $456,790 | 16,461 | 0.00 | 0.15 | -156 | -0.94 | 03-31-2024 |
| Flowserve Corp | COM | 152 | $455,886 | 9,980 | 0.00 | 9,980 | +Inf | 03-31-2024 | |
| Consumer Staples Select Sector | COM | Liquidated | $0 | 0 | 0.15 | 0.19 | -1,013 | -14.24 | 12-31-2023 |
| Industrial Select Sector SPDR | COM | 154 | $449,702 | 3,570 | 0.00 | 0.13 | -130 | -3.51 | 03-31-2024 |
